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Adjustable Rate Mortgages on the Rise

Submitted by Tradition Advisers on May 24th, 2018

With interest rates expected to rise, Tradition thinks locking in a 15 or 30 year mortgage is a better alternative for most people unless you plan to move in the next couple of years. Tradition's Michael Ciccone, CFP weighs in on this question on

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Working Longer Is the Key to a More Comfortable Retirement

Submitted by Tradition Advisers on May 21st, 2018

CNBC.com's article "Your retirement may not be as rocky as you think, survey finds," explores a new survey with data supporting the idea that working Americans are pessimistic when it comes to their retire

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The Power of Diversification

Submitted by Tradition Advisers on May 17th, 2018

"Could this be ‘the single most important chart’ when it comes to managing money?" is an article that examines the benefits of diversification, something we have covered a lot.

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Social and Charitable

Submitted by Tradition Advisers on May 16th, 2018

  • Socially Responsible Investing

  • Charitable Giving

  • Tax efficient management

  • All are done better with individual stocks

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Benefits of Stocks

Submitted by Tradition Advisers on May 11th, 2018

  • The S&P 500 is up 1.95% year-to-date.

  • The P/E ratio based on 2018 earnings estimates is about 17.

  • We continue to believe stocks are more attractive than bonds in the current environment.

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Gas prices are rising

Submitted by Tradition Advisers on May 7th, 2018

Markets continued on a volatile course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. Highlights of the month of April include:

  • 10 year Treasury Bond hit 3% for the first time since 2014.

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How to move your assets when you are unhappy with your stockbroker

Submitted by Tradition Advisers on April 30th, 2018

What is the best way to move your assets from one investment adviser to another without triggering taxes? Tradition's Chip Wieczorek, CFP answers this question on NJ.com.

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Economic and Market Commentary - April 2018

Submitted by Tradition Advisers on April 23rd, 2018

Volatility is back! After being dormant for more than a year, with 2017 experiencing the lowest equity volatility since records were kept (including the longest period ever without a decline of five percent), volatility returned with a vengeance in the first week of February.

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How to access the money of someone who has died

Submitted by Tradition Advisers on April 17th, 2018

Clients are often times surprised when accounts are frozen after a loved one passes. It is important to speak with your adviser and estate attorney to ensure a smooth transition. Read Tradition's Frani Feit's response to the question, "How can you access the money of someone who has died?" on NJ.com.

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Happy Birthday Fatou

Submitted by Tradition Advisers on April 17th, 2018

Happy 61st Birthday, Fatou. You are getting your cake and eating it too, just like I would like to. I hope you have saved and invested well, or are in great health and plan to work for 10 to 20 more years. Working longer is the best way to assure a great retirement.

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Contact  Us

Please contact us to learn more.
We would appreciate the opportunity to work for you and earn the privilege of becoming your trusted adviser.

Frani Feit, CFP®
email: ffeit@traditionadvisers.com

Chip Wieczorek, CFP®
email: cwieczorek@traditionadvisers.com

129 Summit Avenue, Summit, NJ 07901

Phone: 908-598-0909
Fax: 908-847-0288

 

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Tradition Advisers is the private wealth management group of Tradition Capital Management LLC (Tradition). Tradition is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act and provides portfolio management and related services for a fee. Nothing in this website should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of capital loss but does not eliminate these risks. Expected returns, expected risk, and long-term targeted returns are not forecasted returns or risks but are only statistical definitions for modeling purposes. Actual results could vary materially from these returns and could result in losses. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is not indicative of future results, and all investments could lose value in the future. At a given time, any risk asset class or asset may lose value and result in substantial losses. Tradition does not make any assertions, estimates or guarantees about future results. Copies of the ADV and Privacy policy are available upon request or through these links.

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